Building a strong portfolio

where your wealth can achieve its full potential

Investment planning

Make informed choices with your prospects and the planet in mind

With the right advice, investments can give you the opportunity to grow your wealth and protect it against inflation in a tax-efficient way. The question is, where do you start when there are so many options to choose from? And how can you be sure that the decisions you make now will support your plans for the future?

At AMG, we specialise in investment planning, adopting an ethical approach focusing on a better future for all. This doesn’t mean you have to compromise on performance. Our aim is to find the sweet spot where your financial well-being is secure, so you can enjoy your wealth in a world that’s worth living in.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The AMG advantage

You can put your trust in us

Bespoke portfolios

Some families want to build a pot of money to fund their children’s education, while others are looking for an additional source of income. Whatever your reasons for investing, we will ask you the right questions – and listen carefully to your answers – so we can recommend a portfolio of investments that suit you best.

In-depth analysis

No time to monitor the markets and analyse performance data? No problem. We do all the heavy lifting behind the scenes, leaving you to get on with life, confident that your wealth is in expert hands.

Playing to our strengths

If you go to a restaurant you don’t expect the chef to take you to your table and serve you drinks. The same principle applies to investing. We stick to what we are good at – giving advice and designing portfolios – while the ongoing fund management is entrusted to a specialist team at St. James’s Place.

The details

A distinctive approach that brings exclusive benefits

When you come to us for advice about investing, we will go to great lengths to understand your objectives and how you feel about risk before we design a portfolio for you. Our support doesn’t stop there. It is important to schedule regular reviews to check that you’re still happy with your investments, and that they are continuing to work hard for you. Because when you invest, you are in it for the long term – and you can rest assured we will be at your side every step of the way.

Unlike some advisers who manage their clients’ investments themselves, we have chosen to work as an appointed representative of St. James’s Place. With a strong track record, exceptionally high ethical standards and a robust and proven methodology for risk mitigation, they are a UK firm whose highly specialist skills are not usually available to private investors or other financial advisers.

We are also able to provide discretionary fund management services through Rowan Dartington, the stockbroking arm of St. James’s Place. These services could be suitable for private clients who have specific equity investment requirements as well as corporate clients who need a more restrictive investment mandate.

The value of an investment with St. James’s Place or Rowan Dartington may fall as well as rise. You may get back less than you invested.

Things you should know

Your portfolio could include a range of investments, from Individual Savings Accounts (ISAs), unit trusts and onshore or offshore investment bonds to pension plans.

St. James’s Place manage growth portfolios at most risk levels. Find out more about their approach to investment management.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected, so it may fall as well as rise and you may get back less than the amount you invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.

Portfolios are fully risk adjusted and benchmarked.

Contact us

Let's talk about Investment planning

    To arrange a meeting with one of our advisers, call us on 01332 551155 or send us your contact details and we'll get back to you.

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